What About... An OpenAI Bubble?
AI Inside12 Nov 2025

What About... An OpenAI Bubble?

Jason Howell and Jeff Jarvis discuss Yann LeCun’s possible Meta exit, SoftBank unloading its Nvidia stake for an OpenAI investment, an AI-generated artist topping Billboard’s country chart, OpenAI’s talks with Washington over federal loan guarantees, Perplexity’s stance on companion chat bots, Apple reportedly licensing Google’s Gemini, Amazon launching Kindle Translate, and Google Photos expanding with Nano Banana features. CHAPTERS: 0:03:33: Meta chief AI scientist Yann LeCun plans to exit to launch startup, FT reports 0:09:03: Cambrian-S: Towards Spatial Supersensing in Video: by Li, LeCun, et al 0:10:11: Fei-Fei Li’s World Labs speeds up the world model race with Marble, its first commercial product 0:16:45: SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet 0:20:10: Anthropic Is on Track to Turn a Profit Much Faster Than OpenAI 0:27:40: OpenAI discussed government loan guarantees for chip plants, not data centers, Altman says 0:29:19: @sama: I would like to clarify a few things. 0:38:51: Country’s No. 1 Digital Song Is an AI Smash, But Who Is Breaking Rust? Jeff's Arxiv Showdown 0:47:13: How Similar Are Grokipedia and Wikipedia? 0:49:24: Brain Organoid Computing 0:49:45: What We Can Learn From Brain Organoids 0:51:18: LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior 0:52:00: Shareholder Democracy with AI Representatives 0:53:00: No. 10's synthetic voters 0:55:03: Perplexity's CEO says he's worried about AI companionship apps: 'Your mind is manipulable very easily' 0:56:20: tangentially related; might not mention: Tim Wu and Cory Doctorow’s NPCs: Non-Player Consumers 0:57:44: Apple Plans to Use 1.2 Trillion Parameter Google Gemini Model to Power New Siri - Bloomberg 0:59:05: Amazon launches an AI-powered Kindle Translate service for e-book authors 1:02:41: 6 new things you can do with AI in Google Photos 1:04:00: Remix makes sending photos to friends even more fun on Google Messages. 1:05:08: MotionStream AI Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(143)

What Happens When AI Outsmarts Mathematicians

What Happens When AI Outsmarts Mathematicians

This week Jason Howell and Jeff Jarvis dig into OpenAI's unreleased Astra model solving 10 previously unsolvable math problems for roughly $2,000 in compute, and what that means for the mathematicians...

4 Aug 1h 19min

AI Is Eating Its Own Tail

AI Is Eating Its Own Tail

This week Jason Howell and Jeff Jarvis try to untangle a news cycle where nearly every AI story fed into the next one. Nvidia leads a new cybersecurity alliance built out of the fallout from its own r...

30 Jul 1h 15min

GPT-5.6 Broke Out and Hacked Hugging Face

GPT-5.6 Broke Out and Hacked Hugging Face

This week, Jason Howell and Jeff Jarvis unpack a wild security disclosure from OpenAI and Hugging Face, where GPT-5.6 Sol found a zero-day vulnerability, broke out of its sandbox, and hacked Hugging F...

23 Jul 1h 17min

Apple Says OpenAI Stole Its Secrets

Apple Says OpenAI Stole Its Secrets

This week Jason Howell and Jeff Jarvis break down Apple's trade secret lawsuit against OpenAI, including text messages showing a former Apple engineer accessing confidential files after leaving for Op...

16 Jul 1h 12min

China May Lock Down Its Best AI Models

China May Lock Down Its Best AI Models

This week Jason Howell and Jeff Jarvis dig into a strange role reversal in AI, as Beijing weighs restricting overseas access to China's best models while DeepSeek races to build its own chip. They als...

9 Jul 1h 18min

RAMageddon Reshapes Tech (And It's Not Pretty)

RAMageddon Reshapes Tech (And It's Not Pretty)

This week Jason Howell and Jeff Jarvis dig into RAMageddon, the global memory shortage that just forced Apple to raise prices by 20% across Macs, iPads, and even the Apple TV. Jefferies warns memory p...

1 Jul 1h 2min

Liz Reid on What Publishers Get Wrong About AI

Liz Reid on What Publishers Get Wrong About AI

This week Jason Howell and Jeff Jarvis sit down with Liz Reid, VP and Head of Google Search, for a wide-ranging conversation about AI's transformation of the search product billions of people use ever...

26 Jun 50min

Meta's Data Center on Your Face

Meta's Data Center on Your Face

This week Jason Howell and Jeff Jarvis cover Meta's new $299 smart glasses and whether it's Glasshole 2.0 all over again, the Anthropic national security saga including the NSA red-team test that brea...

25 Jun 1h 16min

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